Michael C. Cates

About Michael C. Cates

As a CERTIFIED FINANCIAL PLANNER TM, I help individuals, families, and business owners plan and invest with purpose by-Facilitating in-depth financial discovery meetings to establish short and long-term goals-Tailoring personalized financial plans and investment strategies-Providing education about risk, opportunity, tax efficiency, and cost effectiveness for various investing tools-Providing thorough implementation, vigilance and regular communicationFor individuals, I help with-Life changing events like family deaths or divorce-Complicated employer compensation and benefits analysis (RSUs, Options, & 10b5-1)-Advanced cash flow analysis for estate planning and inheritance-Philanthropic and charitable giving-Tax efficient exchanges (1031, 1035, Equity Exchange Funds, and Qualified Opportunity Zone Funds)For families, I help with-Next generation financial education-Discussions around long held assets, estate planning efficiencies, and charitable gifting-Transition of privately held business interests-Establishing what is most important to a family and drafting a “legacy” statementFor business owners, I help with- Maximizing qualified savings accounts -Evaluating business strengths and weaknesses-Determining the most desirable exit strategy-Composing a team of legal, tax, and financial experts-Assigning a value to the business and evaluating whether the net proceeds are sufficient for life goalsAbout me – I’m an avid angler, runner, hiker, and golfer. Additionally, I’m very passionate about volunteering with my local Kiwanis Club. If you would like to learn more about me and the Gibbs-Cates Wealth Management team, feel free to reach out via email at m••••••••@ubs.com or phone 30••••••45. You can also see more at our website are the comments of this employee only, and not of UBS Financial Services Inc, its subsidiaries or affiliates. No instructions for business transactions or which affect any client\'s accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See for the full disclosure.**

Experience

1. Financial Advisor - Senior Vice President - Wealth Management

   UBS

   Jan 2018 — Present · Lone Tree, CO, US

Education

• University of Colorado

  Bachelor of Arts, Biochemistry, Chemistry & Business

  2012 — 2016

Skills

• Beer
• Cross-Functional Team Leadership
• C++
• Financial Goal Analysis
• Team Management
• Social Networking
• Time Management
• Management
• Microsoft Office
• Microsoft Powerpoint
• Microsoft Word
• Financial Planning
• Research
• Python
• Social Media
• Event Planning
• Microsoft Excel